Osprey Advisors Alumni Network
Apply To Join OAAN
Benefits of membership include:
Networking Opportunities:
Connect with fellow professionals and expand your connections within the industry.
Business Development:
Unlock new opportunities and resources to enhance your practice.
University Engagement:
Stay connected with the University of North Florida and learn about cutting-edge research and innovative projects making an impact throughout the state of Florida and beyond.
Find An Advisor
Planning for Life's Next Chapter Webinar Series
July: Understanding Capital Gains (Without the Headache)
August: Donor Advised Funds: What They Are (and Aren’t)
September: Smart Giving: Cash vs. Stock vs. IRA Gifts
October: What Is a Qualified Charitable Distribution (QCD)?
November: Year-End Tax Moves You Can Still Make
December: Planned Giving 101: Leaving a Legacy Made Simple
Attorney
Bryce McColskey, '17
Marks Gray, P.A.
E: bmccolskey@marksgray.com
P: (904) 807-2110
Chase Smith, '13, '18
Deutsche Bank
E: Csmith@gslegalfl.com
P: (305) 433-1508
Certified Financial Planner
Taylor McCullers, '18
Morgan Stanley
E: taylor.mccullers@morganstanley.com
P: (904) 543-6931
C: (904) 914-0426
Financial Advisors/Consultants
Adam Dorman, '13
Alpha Wealth Group
C: (904) 927-1904
C: (904) 304-1671
Investment Banker
Trust Officer
Chase Smith, '13, '18
Deutsche Bank
E: Csmith@gslegalfl.com
P: (305) 433-1508